How to mark the invoice as paid and send a receipt using the web app

Follow these steps to mark an invoice as paid and send a receipt when payment is received through methods such as direct bank transfer, cheque, or electronic funds transfer using the web app.

Select 'Invoice' from your document lists.

In the Invoice category, choose the invoice for which you want to record a payment.

On the right side of the screen, click 'Mark paid'.

Start recording the payment by checking the 'Fully Paid' box. Select the payment method by clicking on the dropdown menu and choosing an option like bank transfer or cash. If needed, add extra payment details in the 'Notes' section.

Click 'Add Payment' to finalize the entry.

You have successfully recorded the payment. You can view the invoice in the 'Paid' section.

After marking the invoice as paid, click 'View transactions' on the right side of the screen.

Click the vertical ellipsis (•••) next to the transaction you want to send a receipt for.

Select 'Send Receipt' to email the receipt to your client.

The receipt has been successfully sent to your client to confirm their payment.

Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.

Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.